Kyle Christian Balcos
Investment adviser representative at Hohimer Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Hohimer Wealth Management, LLCAug 2023 to now
- HightowerNov 2021 to Jul 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2021
- Wells Fargo Advisors LLCMay 2014 to Nov 2016
- Wells Fargo Bank NAJul 2011 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
Hohimer Wealth Management, LLC
$1.3BAssets managed
579Clients
13Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6336283
- Firm CRD
- 300140